Charles Schwab’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-192,073
| Closed | -$2.41M | – | 3557 |
|
|
2024
Q2 | $2.41M | Buy |
192,073
+4,761
| +3% | +$59.8K | ﹤0.01% | 2641 |
|
|
2024
Q1 | $2.06M | Buy |
187,312
+3,610
| +2% | +$39.7K | ﹤0.01% | 2585 |
|
|
2023
Q4 | $2.54M | Buy |
183,702
+1,948
| +1% | +$26.9K | ﹤0.01% | 2542 |
|
|
2023
Q3 | $2.68M | Buy |
181,754
+1,873
| +1% | +$27.6K | ﹤0.01% | 2513 |
|
|
2023
Q2 | $2.86M | Buy |
+179,881
| New | +$2.86M | ﹤0.01% | 2440 |
|